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Virtue & Partners Latest News

It is important that we are on top of current events in our world and how they can affect markets and economies - both local and abroad

Enjoy the latest from the Virtue & Partners news desk.
24 September 2021

Retirement can be risky business

  Retirees face a variety of risks in retirement including market risk, inflation risk and longevity risk. Here are some strategies to help mitigate them so you can achieve financial peace of mind.  
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18 September 2021

ATO flags availability of COVID-19 early release super recontribution

  Individuals can now recontribute amounts they withdrew under the COVID-19 early release of super program.  
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15 September 2021

The rise of the female investor

  While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation.  
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13 September 2021

Lockdowns and mental health

  Victoria endures its sixth lockdown as the state's cases grow; NSW records 1,281 new local COVID-19 cases and three deaths. Lockdowns to be eased once 70% of the population is double vaccinated against COVID-19 yet today some 60% of Australians are in lockdown.  
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31 August 2021

SMSFs go for growth

  SMSFs are looking to invest more in equities and less in cash in this low-yield environment, according to the Vanguard/Investment Trends 2021 SMSF Investor report released last week.  
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28 August 2021

6-member SMSF registration availability to begin mid-August

  SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.  
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25 August 2021

SMSF members highly satisfied with funds

  SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.  
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22 August 2021

Videos and other resources for our clients

  Making our website into a valuable resource for our clients is very important to us.  
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18 August 2021

Four steps to plan for a better retirement

  Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.  
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15 August 2021

SMSF scams are on the rise: Here’s how to fight back

  The growing prominence of SMSFs has made them a ripe target for scammers.  
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12 August 2021

ATO zeroes in on SMSF lifestyle assets

  The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.  
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30 July 2021

Five investing tips for beginners

  Here are five investing tips for those who are just beginning their investment journey.  
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